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Christopher V
Series 65
Rockville, MD
Cerity partners LLC
Christopher Virgili is a financial advisor at Cerity Partners LLC with a Series 65 credential. He has experience working at Sol Capital Management Co., Freedom Mortgage, Otters on the Green, and Exleys Landscaping. Virgili has been with Cerity Partners since 2026. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm’s investment approach combines customized investment profiles, proprietary quantitative screening, and access to alternative and private market solutions, supported by a suite of affiliated businesses that enhance its service offerings.
Brett S
Series 65
Rockville, MD
Cerity partners LLC
Brett Somerville is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. He previously worked at SOL Capital Management Company and Cartica Management. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a combination of quantitative screening, manager selection, and direct security selection.
Samuel S
Rockville, MD
Cerity partners LLC
Samuel Sandler is a financial advisor at Cerity Partners LLC with 35 years of industry experience. He previously worked at SOL Capital Management Company for 38 years before joining Cerity Partners in 2026. Cerity Partners serves a broad range of clients, including high-net-worth individuals, families, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm’s investment approach combines client-specific profiles with quantitative screening, manager selection, and access to alternative and private market solutions.
Joming C
CFA®
Rockville, MD
Cerity partners LLC
Joming Chiang is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2026, he worked at SOL Capital Management Company, Universal Investment, DWS, and Blackrock. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment framework that emphasizes client-specific profiles, quantitative analysis, and access to alternative and private market solutions.
Karin S
Series 65
Rockville, MD
Cerity partners LLC
Karin Schultz is a Series 65-licensed financial advisor at Cerity Partners LLC with 14 years of industry experience. She spent 21 years at SOL Capital Management Company before joining Cerity Partners in 2026. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that integrate proprietary investment frameworks with access to alternative and private market solutions.
Rajmiel O
Rockville, MD
Cerity partners LLC
Rajmiel Odinec is a financial advisor at Cerity Partners LLC with 35 years of industry experience. He previously worked at SOL Capital Management Company for 36 years before joining Cerity Partners in 2026. Cerity Partners advises a diverse client base including individuals, families, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using a combination of proprietary quantitative tools, third-party strategies, and direct security selection, with access to alternative and private market solutions for qualified clients.
Sergio C
Series 65
Rockville, MD
Cerity partners LLC
Sergio Contijoch is a financial advisor at Cerity Partners LLC with a Series 65 credential. He has one year of experience at Cerity Partners, following eight years at SOL Capital Management Company. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.
Maria C
Series 65
Rockville, MD
Cerity partners LLC
Maria Camp is a financial advisor with Cerity Partners LLC and holds a Series 65 designation. She has 20 years of industry experience, including a 23-year tenure at SOL Capital Management Company prior to joining Cerity Partners in 2026. Outside of her advisory work, she is the owner of ANGIEMPAINTS LLC, where she creates and sells artwork. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles and asset allocation, combining quantitative screening, manager selection, and both third-party and direct security strategies.
Rahm D
Series 65
Rockville, MD
Cerity partners LLC
Rahm Dvir is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked for SOL Capital Management Company from 2004 to 2025. Cerity Partners advises a broad client base including individuals, families, trusts, estates, business entities, charitable institutions, foundations, endowments, private funds, and institutional investors. The firm provides customized wealth management services and employs an investment framework based on client-specific profiles and asset allocation, integrating proprietary quantitative methods, manager selection, and direct security selection.
Marcus O
Series 65
Rockville, MD
Cerity partners LLC
Marcus Odinec is a financial advisor at Cerity Partners LLC with 13 years of industry experience and holds a Series 65 credential. Prior to joining Cerity Partners in 2026, he worked for 12 years at SOL Capital Management Company. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services that integrate proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.
Monique S
Series 63, Series 65
Rockville, MD
Cerity partners LLC
Monique Sinmao is a financial advisor at Cerity Partners LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at SOL Capital Management Company, Pontoro, and Marlo. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.
Manfred K
Series 65
Rockville, MD
Cerity partners LLC
Manfred Klee Saieh is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at SOL Capital Management Company and the United Nations Development Programme. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.
Moises A
Series 65
Baltimore, MD
Cerity partners LLC
Moises Abascal Carrasco is a Series 65-licensed financial advisor with one year of experience, currently with Cerity Partners LLC. He previously worked at SOL Capital Management Company for seven years and TD Bank for two years. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services, combining quantitative screening and manager selection with access to alternative and private market investments.
Adam S
CFP®, CFA®, Series 65
Rockville, MD
Cerity partners LLC
Adam Sauri is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Cerity Partners in 2026, he worked for SOL Capital Management Company from 2012 to 2025. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, utilizing proprietary quantitative screening, manager selection, and access to alternative and private market solutions.
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